SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 332 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,231 | +0.1% | 2,514 | 0.0% | 0.09% | -4.1% |
| Q2 2023 | $77,155 | -13.2% | 2,514 | -14.0% | 0.10% | -13.3% |
| Q1 2023 | $88,917 | -91.8% | 2,922 | -91.8% | 0.11% | -93.2% |
| Q4 2022 | $1,080,820 | -68.2% | 35,565 | -68.3% | 1.67% | -59.0% |
| Q3 2022 | $3,396,000 | +2.4% | 112,087 | +1.7% | 4.06% | +9.6% |
| Q2 2022 | $3,318,000 | +62.6% | 110,210 | +64.7% | 3.71% | +84.4% |
| Q1 2022 | $2,040,000 | – | 66,923 | – | 2.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 585,468 | $17,940,000 | 7.33% |
| Avantax Planning Partners, Inc. | 4,460,888 | $136,682,000 | 7.05% |
| Eagle Capital Management, LLC | 739,060 | $22,645,000 | 6.92% |
| WJ Wealth Management, LLC | 67,100 | $2,056,000 | 6.39% |
| Alliance Wealth Management Group | 504,361 | $15,454,000 | 5.83% |
| COWA, LLC | 308,572 | $9,450,000 | 5.67% |
| WESCAP Management Group, Inc. | 636,444 | $19,500,000 | 5.39% |
| HARBOR ADVISORY CORP /MA/ | 442,047 | $13,544,000 | 5.38% |
| MCF Advisors LLC | 1,248,596 | $38,257,000 | 4.31% |
| Towercrest Capital Management | 635,795 | $19,481,000 | 4.17% |